Clearstead Trust’s Phinia Inc PHIN Stock Holding History

Clearstead Trust’s Portfolio PHIN Stock Details PHIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15	Closed	-$863	–	1386
2025 Q3	$863	Hold	15	–	–	﹤0.01%	1257
2025 Q2	$668	Buy	+15	New	+$633	﹤0.01%	1265

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearstead Trust's PHIN Position: Q4 2025 in Review

Clearstead Trust sold out of Phinia Inc (PHIN) in Q4 2025, closing a stake of 15 shares — an estimated $863 sold.

Clearstead Trust first reported a position in PHIN in Q2 2025 and held it in 2 quarters. The position peaked at $863 in Q3 2025. 369 funds tracked by Wall St. Rank hold PHIN as of Q4 2025.

Clearstead Trust reported no remaining Phinia Inc position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 15 Phinia Inc shares in Q4 2025, an estimated $863.
Clearstead Trust first reported a position in Phinia Inc in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Phinia Inc position peaked at $863 in Q3 2025.
369 funds tracked by Wall St. Rank held Phinia Inc as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.